Customer Equipment overview
Customer Equipment is the registry of the units installed at your customers’ sites — the assets you sell, install, warranty, and service. Each record ties a unit to its customer, site, serial number, warranties, and full service history.
Where to find it
Open Customer Equipment in the sidebar under Service Delivery.
What a record holds
- The customer and site where it is installed.
- The product, serial number, manufacturer, and model.
- Warranties and their coverage dates.
- A service history of every job performed on the unit.
- Condition, install date, and next service due date.
Work orders can be linked to a specific unit, so its repair history builds up over time. Equipment can be added by hand, imported, or registered automatically when a tracked product is sold — see Auto-register equipment from sales.